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Fund Intelligence | Best Managers | LMPRX Insights | LMPRX Score | LMPRX Performance | LMPRX Manager | LMPRX News | LMPRX Allocation | LMPRX Holdings Change

Mutual Fund Insights: Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

In-depth Analysis of Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

Mutual fund chart: Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

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See Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) performance details as of February 28, 2010

  

    Last Trade: $96.50 on 3/19/2010, Change: -0.42 (-0.43%)
Experiment our closing price forecasting tool for Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) (alpha release)

  

Fund ManagerFund Manager - Richard S. Freeman

Fund Manager Tenure: 0.9 years   [Similar Funds: LMPFX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Freeman is a managing director and a senior portfolio manager of ClearBridge. He joined the predecessor organization in 1983. Previously, he worked at Shearson Lehman Brothers. Prior to that, he was a vice president of research at Chemical Bank and at Drexel Burnham Lambert.  Get more insights on Richard S. Freeman

  

What we like about Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) What we like about Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

Data for Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) as of February 28, 2010

  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) has good short-term performance (1-year return 59.77% vs 51.46 % Large Growth category average)
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) has good mid-term performance (3-year return -6.12% vs -3.50 % Large Growth category average)
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) has an annual stock turnover rate of 4.00% vs Large Growth average of 109.62%. It is good that Legg Mason ClearBridge Aggressive Gr R management does not trade extensively for its return.

  

What we are cautious about Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) What we are cautious about Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

Data for Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) as of February 28, 2010

  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) management has been with Legg Mason ClearBridge Aggressive Gr R Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Legg Mason ClearBridge Aggressive Gr R Fund is a focused fund with 57.62% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) ratio of up-years vs down years can be improved
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) has a Morningstar rating of 3 and below
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) does not have a good risk adjusted return as its 3-year Alpha of 0.61 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.23
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.08 that is higher than category average of 21.35
  • Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) has a higher management fee of 1.42% than its Large Growth average of 1.33%
  • Even though Legg Mason ClearBridge Aggressive Gr R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) performance details as of February 28, 2010

  

  

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Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) Net Asset

Track net asset change of Legg Mason ClearBridge Aggressive Gr R fund (LMPRX)

DateNet Asset
02/2010$4.90B
01/2010$10.43M
11/2009$9.87M
More historic net asset information on Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

  

Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) Portfolio Allocation

Track portfolio allocation change of Legg Mason ClearBridge Aggressive Gr R fund (LMPRX)

DateCashStockBondOther
09/20090.07%99.93%0%0%
06/20090.01%99.99%0%0%
03/20090.15%99.85%0%0%
Click here to see more historic asset allocation information on Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

  

Most Recent Top 10 Holdings in Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

Discover what Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX) manager is buying

30-Sep-09
ANADARKO PETROLEUM [9.98%]
WEATHERFORD INTL LTD [7.69%]
Amgen Inc. [7.11%]
Biogen Idec Inc [6.75%]
UNITEDHEALTH GROUP [6.27%]
Genzyme Corporation [6.23%]
Comcast Corporation [4.51%]
FOREST LABS CL A [4.21%]
CABLEVISION SYSTEM [4.12%]
L-3 COMM HLDGS INC [3.37%]

30-Jun-09
ANADARKO PETROLEUM [8.91%]
WEATHERFORD INTL LTD [8.46%]
Amgen Inc. [7.34%]
UNITEDHEALTH GROUP [7.3%]
Genzyme Corporation [7.08%]
Biogen Idec Inc [6.98%]
Comcast Corporation [4.58%]
FOREST LABS CL A [4.16%]
CABLEVISION SYSTEM [3.9%]
L-3 COMM HLDGS INC [3.45%]

31-Mar-09
Anadarko Petroleum Corp [9.73%]
Biogen Idec Inc [9.37%]
Genzyme Corporation [8.61%]
Amgen Inc. [7.83%]
UnitedHealth Group Inc [7.08%]
Weatherford International, Ltd. [5.57%]
Comcast Corporation [4.76%]
Forest Laboratories, Inc. [4.14%]
L-3 Communications Holdings, In [3.99%]
Cablevision Systems Corp. [2.97%]
Click here for Stock Holding Change Map in Legg Mason ClearBridge Aggressive Gr R Fund (LMPRX)

  

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